Taylor Nicole Kotevski

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2016 → 12/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
• 09/2016 → 10/2016
  Ann Taylor (Loft)
  Sunbury, OH
• 08/2016 → 09/2016
  Banana Republic (Gap Inc)
  Columbus, OH
• 01/2023 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 01/2023 → Present
  The Vanguard Group, Inc.
  Charlotte, NC

Previous Registrations

• 2017-02-13 → 2022-12-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
  Columbus, OH
  Columbus, OH

Exams

• S66 Uniform Combined State Law Examination
  2017-02-10

Designations

• Certified Financial Planner

Other Names

• Taylor Nicole Cawthon
• Taylor Kotevski
• Taylor N Kotevski